Our Family Office Services Focuses on Your Family Legacy
A family, like any team, needs an intelligent game plan. Family Office Services is
focused on building family wealth for a lasting legacy. We create and implement
sophisticated solutions that assist individuals and families with a net worth in
excess of $10 million in accumulating, preserving, and transferring wealth.
But success is measured by more than numbers – we remain attuned to your
family’s unique and changing needs to develop, coordinate, and implement an
integrated plan that creates a positive impact for generations.
Our Family Wealth Advisors Coordinate, Integrate, Simplify
Building, preserving, and effectively transferring wealth over multiple generations requires more than wise investing. A sophisticated and trusted family wealth advisor helps you navigate the intricate issues and challenges faced by high net worth families. Your strategies need to complement your family’s unique values and goals. We synchronize all the complexities of family wealth management with your team of advisors to plan for the near term as well as generations to come.
Our Family Wealth Management Services
What Differentiates Us?
Passionate Client Focus: We truly care about focusing on client service and long-term solutions rather than
short-term sales goals or shareholder value. Our success comes from effectively
serving clients through consistent, personal relationships spanning many years.
Expertise: We attract and retain wealth management professionals with proven experience
and expertise in developing and implementing innovative wealth plans, and who
proactively apply their knowledge to work closely with your other advisors.
Proven Investment Performance: Our Portfolio Managers will customize an approach for your goals and objectives
through strategic and tactical asset allocation decision-making, individual stock
and bond portfolios, and investment manager selection and monitoring.
Define Your Legacy: We remain focused on your family and share your objective to keep generations
grounded, connected, and productive by transferring wealth in positive ways. We
work with you to reflect your family’s core values in your legacy plan.
If you have questions or want to learn more about our Family Office Services, please contact one of our expert team members for more information.